Asymmetrical Bets
Digestible, Institutional Grade Investment Research.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 58 | Founded | 6 months ago | Last Issue | 41 hours ago |
| Active | |||||
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asymmetricalbets.substack.comLatest Issues
Is $SNDK Back? Investor Day Recap
SanDisk had an investor day yesterday and the stock rose 14% by the end of trading. David Goeckeler opened the conference with:
“as I stand here today, I feel like I’ve finally gotten to the starting line of where the real value creation...
LITE: The TSMC Of Light
72% EML market share, 50% gross margin, 109% YoY revenue growth, and a guide that beat the Street by 8%. Company breakdown and Q4 earnings analysis.
In June, we mapped the optical supply chain in our shortage report, and LITE scored at the...
$LPTH CEO Interview: This China Free Optics Stock Supplying Anduril Grew Revenue 109%
Michael Sikand sits down with Sam Rubin, CEO of LightPath Technologies ($LPTH)
We’re entering an optical trade war.
$AAOI Just Reported. Is The Thesis Intact?
Management beat on EPS, hit on revenue, and told the world they make the best laser on the planet. We break down the call.
reported Q2 2026 after the close today.
VIAV Q4 Breakdown: Five Straight Beats And A Monster Guide.
Management has now beaten their own guidance five quarters in a row. The Q1 FY2027 guide blew past consensus by 50%. We break down the call.
VIAV reported after the close today and beat the top end of guidance on every single line.
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Digestible, Institutional Grade Investment Research.
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